SW

SVB Wealth Portfolio holdings

AUM $1.86B
1-Year Est. Return 67.34%
This Quarter Est. Return
1 Year Est. Return
+67.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$2.81M
3
+$2.67M
4
NVDA icon
NVIDIA
NVDA
+$2.56M
5
NI icon
NiSource
NI
+$2.31M

Top Sells

1
+$530M
2
+$192M
3
+$140M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$108M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$98.9M

Sector Composition

1 Communication Services 43.28%
2 Technology 16.78%
3 Financials 8.41%
4 Healthcare 7.15%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
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-36,032
1777
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-9,452
1778
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-4,471
1779
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-39,541
1780
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-117,716
1781
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-34,518
1782
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-3,599
1783
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-9,369
1784
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-48,801
1785
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-32,717
1786
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-7,213
1787
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-15,886
1788
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-31,249
1789
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-1,862
1790
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-15,592
1791
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-21,863
1792
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-2,975
1793
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-33,000
1794
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-21,152
1795
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-14,687
1796
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-111,311
1797
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-22,018
1798
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-71,385
1799
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-73,301
1800
– –
-93,315
70 71
72
73 74